Sovereign Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sovereign Financial Group’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$726K	Buy	9,577 +3,317	+53%	+$245K	0.11%	168
2026 Q1	$439K	Hold	6,260	–	–	0.08%	226
2025 Q4	$435K	Buy	+6,260	New	+$430K	0.07%	210
2024 Q3	–	Sell	-4,524	Closed	-$261K	–	285
2024 Q2	$261K	Sell	4,524 -3,118	-41%	-$178K	0.07%	234
2024 Q1	$444K	Sell	7,642 -2,861	-27%	-$159K	0.12%	168
2023 Q4	$565K	Sell	10,503 -6,258	-37%	-$317K	0.17%	116
2023 Q3	$830K	Sell	16,761 -1,775	-10%	-$91.9K	0.3%	71
2023 Q2	$955K	Buy	+18,536	New	+$932K	0.31%	79

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sovereign Financial Group's DGRO Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 53% in Q2 2026, buying an estimated $245K and bringing the position to 9,577 shares worth $726K. The position accounts for 0.11% of the portfolio, ranked #168.

Sovereign Financial Group first reported a position in DGRO in Q2 2023 and has held it in 8 quarters since. The position peaked at $955K in Q2 2023. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sovereign Financial Group held 9,577 shares of iShares Core Dividend Growth ETF worth $726K as of Q2 2026.
Sovereign Financial Group bought 3,317 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $245K.
iShares Core Dividend Growth ETF made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #168 holding.
Sovereign Financial Group first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 8 quarters since.
Sovereign Financial Group's iShares Core Dividend Growth ETF position peaked at $955K in Q2 2023.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.